Customer Relations Associate

About the Role

• The Customer Relations Associate role will be a hybrid schedule working onsite three days a week in our Tampa office.

Key Responsibilities

• Deliver exceptional service to customers and agency partners through inbound phone, email, and other service communication channels.
• Develop strong critical-thinking and problem-solving skills to serve as a trusted resource for both internal and external customers.
• Assume ownership of customer inquiries and requests, ensuring timely, accurate, and professional resolution.
• Effectively identify customer needs and provide appropriate solutions while maintaining a personalized, high-quality service experience.
• Maintain high standards of productivity, quality, and service in a fast-paced environment.
• Support special projects, service initiatives, and cross-functional efforts as assigned.
• Share ideas and feedback that contribute to process improvements and enhanced customer experiences.
• Participate in training, coaching, and professional development opportunities to build skills and support career growth.

Qualifications

• Bachelor's degree, associate degree, or equivalent professional experience, with a background in insurance, hospitality, luxury service, financial services, or other customer-centric industries preferred.
• Demonstrated emotional intelligence, empathy, and professionalism when interacting with high-net-worth clients, agency partners, and internal stakeholders.
• Strong communication and interpersonal skills with the ability to build rapport and deliver exceptional customer service.
• Strong critical-thinking, organizational, and time-management skills, with the ability to prioritize tasks, make informed decisions, and maintain attention to detail.
• Customer-focused mindset with the ability to establish positive relationships and effectively support both internal and external customers.
• Basic proficiency with Microsoft Office and the ability to learn new technology platforms quickly.

Tech Stack

• Microsoft Office